See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,854 | $66,124-62.4% | $90,404-72.5% | $73,488-66.2% |
| Participation rate | 60.0% | 69.7%-9.7pp | 72.7%-12.7pp | 70.7%-10.7pp |
| Annual return | 26.19% | 17.65%+8.5pp | 1293.02%-1266.8pp | 28.51%-2.3pp |
| Employer contribution / active EE | $640 | $2,346-72.7% | $3,262-80.4% | $2,270-71.8% |
| Participant deferral / active EE | $3,096 | $3,039+1.9% | $3,963-21.9% | $3,740-17.2% |
| Admin fee / account holder | $106 | $396-73.1% | $5,611-98.1% | $513-79.3% |